沃尔玛为2026年的发展奠定了良好基础，尽管德意志银行分析师预计，该公司可能会给出审慎的业绩指引，导致其新财年初步展望低于市场普遍预期。强劲的报税季将提振该公司上半年的业绩，尤其有助于推动其一般商品业务增长。与此同时，其庞大的规模与多元化的利润结构将有效帮助其抵御关税和通胀压力。分析师指出，沃尔玛目前已完成其数字化能力（包括人工智能）的基础建设阶段，正转向加速发展模式。然而，鉴于高利率环境、中等收入消费者财务状况紧张以及高于平均水平的裁员情况，消费背景下的风险依然存在。沃尔玛计划于2月19日公布第四季度业绩。
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